In this episode, Dave and Andrew explore essential habits for mastering the investment process, focusing on the critical aspects of managing risks and understanding valuation. They discuss the importance of avoiding significant losses, using examples like Warren Buffet's investment rules and historical stock market scenarios.

They also delve into various valuation methods, including the P/E ratio, PEG ratio, and discounted cash flow (DCF) analysis, emphasizing the need to check biases and maintain conservative growth estimates.

00:00 Introduction to Investing for Beginners

00:18 Understanding Risk in Investing

06:55 Types of Investment Risks

16:35 The Importance of Valuation

29:31 Methods for Valuing Companies

34:14 Conclusion and Final Thoughts

Today’s show is sponsored by:

Go to ⁠⁠⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠⁠⁠⁠

What do Dave and Andrew recommend?

Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): ⁠⁠⁠⁠fiscal.ai/ifb

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠

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In this episode of At Any Rate, the focus is on making sustainable financial changes through budgeting. Host Evan Raidt and guest Dave Ahern discuss the importance of budgeting, common misconceptions, and practical steps to create an effective budget.

They emphasize that budgeting is not about restriction but about making informed choices to reach financial goals. They also share their personal budgeting methods and tips for managing finances realistically. The episode encourages listeners to take immediate action by setting up a basic budget and adjusting it over time for long-term success.

00:00 Introduction and Welcome

02:46 The Importance of Budgeting

04:54 Common Misconceptions About Budgeting

08:07 Personal Budgeting Experiences

13:03 Practical Budgeting Tips and Frameworks

35:49 Handling Financial Emergencies

38:19 Final Thoughts and Encouragement

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to ⁠⁠⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠⁠⁠⁠

Stop overpaying for car insurance - So before you renew your  policy, do yourself a favor—download the Jerry app or head to ⁠⁠JERRY dot AI slash BEGINNERS⁠⁠

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠

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Join the Investing for Beginners Podcast discussing network effects with special guest Brett Schafer. Listen as they explore the concept of moats with a focus on network effects and why they are crucial for competitive advantage and long-term investment success.

The episode covers the origins and importance of moats, discusses companies with strong, medium, and weak network effects like Visa, MasterCard, Airbnb, Uber, and more. Discover how to identify widening or weakening moats and gain insights into the impact of market disruptions on these companies.

00:06 Understanding Network Effects

01:22 The Concept of Moats

04:23 Importance of Competitive Advantages

08:38 Defining Network Effects

19:58 Examples of Network Effect Companies

23:25 Evaluating Network Effects in Marketplaces

24:08 Challenges for Food Delivery and Ride-Sharing Apps

25:53 Visa and MasterCard's Strong Competitive Moats

28:26 Financial Services with Wide Moats

30:31 Analyzing Moat Strength and Investment Strategies

35:53 Investment Opportunities in Companies with Strong Moats

41:27 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

More from Brett:

Substack: Chit Chat Stocks

Podcast: Chit Chat Stocks

Today’s show is sponsored by:

Go to ⁠⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠⁠⁠

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠

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Welcome to Investing for Beginners Podcast. In this episode, we dive into the basics of investing in stocks and why it's considered one of the best ways to grow your wealth over time.

We discuss the historical performance of the stock market, comparing returns from stocks, bonds, and savings accounts. Learn about the importance of sticking with your investments, the power of compounding, and choosing the right stocks. Whether you're interested in passive investing, working with an advisor, or picking individual stocks, this episode offers valuable insights for investors at any level.

00:00 Introduction to Investing for Beginners

00:23 Why Invest in Stocks?

01:24 Comparing Investment Options

03:11 Understanding Stocks and Ownership

10:10 The Power of Compounding

13:00 Choosing Your Investment Path

18:25 Getting Started with Investing

19:54 Immersing Yourself in a New Language

20:41 The Power of Audible and Continuous Learning

21:09 The Wealth Snowball Effect

24:29 Choosing the Right Stocks to Learn From

31:06 Learning from Mistakes and Finding Mentors

33:50 Handling Market Downturns and Staying the Course

37:11 Wrapping Up and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to ⁠⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠⁠⁠

Stop overpaying for car insurance - So before you renew your  policy, do yourself a favor—download the Jerry app or head to ⁠JERRY dot AI slash BEGINNERS⁠

What do Dave and Andrew recommend?

Have questions? Send them to ⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠

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In this episode of 'At Any Rate,' host Evan Raidt introduces Andrew Sather for a deep dive into the necessity and value of financial advisors for the average person.

They discuss personal financial awakenings, the taboo surrounding financial discussions, and Andrew's decision to go the DIY route for managing his finances.

Evan shares his experience with a financial advisor, weighing the pros and cons, and ultimately pulling his investments out to manage them himself.

They cover essential financial steps, such as budgeting, automating investments, and planning for large purchases, advocating for empowerment and visibility over one's finances.

This episode aims to demystify financial management and encourage listeners to take control of their financial future.

00:00 Introduction and Welcome

00:34 Andrew Sather's Financial Awakening

04:17 The Role of Financial Advisors

05:45 Personal Experience with a Financial Advisor

09:52 Managing Investments Independently

27:09 Steps to Financial Independence

36:34 Final Thoughts and Advice

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to ⁠⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠⁠⁠

Stop overpaying for car insurance - So before you renew your  policy, do yourself a favor—download the Jerry app or head to ⁠JERRY dot AI slash BEGINNERS⁠

What do Dave and Andrew recommend?

Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠⁠⁠⁠finchat.io/ifb⁠

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠

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In this episode, Dave and Andrew introduce a 12-month series focused on breaking down financial statements. This month, they concentrate on gross margin, explaining its importance and how to calculate it using real-world examples like Netflix.

They discuss how to visualize gross margin on an income statement, why the metric can be indicative of a company's pricing power, and how to use it for comparing competitors.

The conversation also touches on potential red flags and sector-specific nuances, offering insights into various companies such as Starbucks, Disney, and Tesla.

00:00 Introduction to the Series

00:24 Understanding Gross Margin

00:45 Visualizing Gross Margin with Netflix

03:12 Importance of Gross Margin in Financial Analysis

05:37 Comparing Gross Margins Across Companies

06:18 Case Studies: Dick's Sporting Goods and PayPal

12:37 Challenges and Red Flags in Gross Margin

21:03 Advanced Metrics and Tools for Analysis

24:01 Gross Margin Trends in Major Companies

33:22 Conclusion and Next Steps

Today’s show is sponsored by:

Go to ⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠⁠

What do Dave and Andrew recommend?

Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠⁠⁠finchat.io/IFB⁠⁠

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Welcome to the Investing for Beginners podcast. In today's episode, we are joined by Ryan Zabrowski, a senior portfolio manager, CFP, and author of 'Time Ahead: Investors Guide to Prosperity and Impact.'

Ryan shares valuable strategies on handling and preparing for market volatility. He emphasizes the importance of investing in stocks, understanding the significance of free cash flow, and accurately valuing businesses. Ryan also discusses competitive advantages in businesses, sentiment analysis, and the future impact of technology and longevity on investing.

00:00 Introduction and Guest Welcome

00:35 Why Invest in Stocks?

03:01 Understanding Cash Flow and Valuation

06:55 Lessons from Warren Buffett

10:21 Applying Buffett's Lessons

15:55 Managing Volatility and Sentiment Analysis

26:56 Contrarian Investing and Valuation

29:11 Technical Analysis and Market Health

30:41 Identifying Future-Proof Companies

32:14 Competitive Advantages in Business

37:45 Technological Disruption and Longevity

48:53 Economic Expectations and Market Behavior

50:24 Conclusion and Book Promotion

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:⁠

Go to ⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠

Ryan Zabrowski's Book:

Time Ahead: Investor’s Guide to Prosperity and Impact

What do Dave and Andrew recommend?

Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠finchat.io/IFB

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠⁠[email protected]⁠⁠

⁠⁠⁠⁠⁠⁠⁠

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For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this inaugural episode of 'At Any Rate,' Evan Raidt welcomes renowned financial expert Dave Ahern to discuss the power of financial automation. They explore various ways to automate savings, investments, and spending to build wealth and achieve financial freedom.

Dave shares his personal methods of using multiple savings accounts and brokerage automation, while Evan highlights the benefits of setting up these systems easily and efficiently.

They also address common barriers people face in automating their finances and provide pragmatic advice to overcome them.

This episode aims to demystify financial automation and emphasizes its importance for stress-free wealth growth and budgeting.

00:00 Introduction and Welcome

00:07 Guest Introduction: Dave Ahern

00:19 Episode Overview: Automation in Finances

00:35 Dave's Personal Automation Strategies

02:19 The Importance of Automation

03:45 Common Automation Misconceptions

10:06 Investing Automation Tips

6:01 Savings Automation Strategies

21:19 Automating Your Spending

29:59 Why People Avoid Automation

35:35 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to ⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠⁠

What do Dave and Andrew recommend?

Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠⁠⁠finchat.io/ifb

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠

SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠

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For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠.

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In this episode, Dave and Andrew dive into listener questions about screening for red flags in companies and building a robust watchlist. Key topics include identifying financial red flags such as debt ratios and declining cash flow, the role of the 10-K in understanding business nuances, the debate between charismatic versus boring CEOs, and the methodology for building comprehensive industry maps and watchlists.

The episode offers practical advice for both novice and experienced investors, emphasizing the importance of thorough research and due diligence.

00:00 Welcome to Investing for Beginners

00:13 Screening for Red Flags in Companies

09:10 Building and Organizing a Watch List

16:32 Boring vs. Charismatic CEOs

19:55 Creating an Industry Map

33:49 Conclusion and Listener Questions

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to ⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠⁠[email protected]⁠⁠

⁠⁠⁠⁠⁠⁠⁠

SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠

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For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, the hosts are joined by Dan Boston from Polar Capital to discuss small cap investing and its potential. Dan shares his journey from a young self-taught investor to managing large capital funds, emphasizing the importance of understanding a company’s fundamental operations over just financial metrics.

He also discusses the implications of the global realignment on investment strategies, offering insights into how international markets, particularly small-cap stocks, may offer promising opportunities.

Dan offers practical advice for young investors and underscores the value of mentorship and continuous learning.

00:00 Introduction and Guest Welcome

00:52 Dan's Early Interest in Stocks

02:20 A Day in the Life of an Investor

05:16 Career Path and Key Experiences

08:53 Advice for Aspiring Investors

14:41 Investment Strategies and Philosophy

18:28 Identifying Promising Small Companies

24:55 Evaluating Management Teams

25:53 Identifying Companies with Strong Execution Plans

26:11 Case Study: Swedish Online Pharmacy

27:46 Automation and Scale in the Pharmaceutical Industry

29:02 Global Market Trends and Company Strategies

32:24 The Great Global Realignment

37:23 Opportunities in Changing Markets

42:08 Investment Strategies and Diversification

45:20 Advice for Young Investors

48:56 Conclusion and Resources

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to ⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠

More from Dan:

Why international and why now? -- https://www.polarcapitalfunds.com/us/individual/News-Views/Post/10523/Why_international_and_why_now/

What do Dave and Andrew recommend?

Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠⁠finchat.io/IFB⁠

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠⁠[email protected]⁠⁠

⁠⁠⁠⁠⁠⁠⁠

SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠

Apple⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Tunein⁠⁠⁠⁠⁠

For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠.

Learn more about your ad choices. Visit megaphone.fm/adchoices